IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$493K 0.09%
19,757
-195
102
$489K 0.09%
6,124
+337
103
$482K 0.09%
4,792
-843
104
$470K 0.09%
4,157
+372
105
$469K 0.09%
5,812
-1,145
106
$469K 0.09%
+8,102
107
$463K 0.09%
11,759
+147
108
$463K 0.09%
2,790
-175
109
$462K 0.09%
31,334
-1,473
110
$451K 0.08%
5,249
+686
111
$451K 0.08%
7,307
-382
112
$445K 0.08%
+7,379
113
$442K 0.08%
5,605
-71
114
$442K 0.08%
1,314
+302
115
$441K 0.08%
2,994
+283
116
$440K 0.08%
8,667
+1,350
117
$422K 0.08%
+4,185
118
$406K 0.08%
8,039
-1,540
119
$386K 0.07%
16,106
+84
120
$386K 0.07%
3,317
+355
121
$385K 0.07%
11,055
+386
122
$379K 0.07%
2,720
+692
123
$374K 0.07%
1,898
+256
124
$373K 0.07%
+2,610
125
$370K 0.07%
3,188
-560
3 4
5
6 7